Built for Financial Services

Your AI-Powered
Sales Development
Pipeline Engine

SalesFlo SDR combines AI precision with human oversight to build compliant, high-converting sales pipelines for RIAs, insurance agencies, and mortgage lenders.

Get Your Custom Demo How it Works
SEC & FINRA Compliant Messaging · Human-in-the-Loop · SOC 2 Ready
SDR Pipeline — Live Active
Prospect Identification
AI-powered ICP matching & intent signals
2,400/mo
Data Enrichment
Contact verified, AUM/revenue scored
1,800/mo
Multi-Channel Sequencing
Email + LinkedIn + warm calls
850/mo
AI Qualification
Human-verified, compliance-checked
180/mo
Booked Meetings
Qualified, calendar-confirmed
45+/mo
68%
Lower CPM
3.2x
More Meetings
100%
Compliant
28%
Time AEs spend actually selling
Salesforce
$75K+
Average loaded SDR cost per year
51%
Sales pros struggling with lead gen
Pipedrive
2%
Typical cold call conversion rate
Industry Solutions

Purpose-Built for
Financial Services

Every vertical has unique compliance requirements, buyer journeys, and pain points. SalesFlo SDR is configured specifically for each.

RIA & Financial Advisors

Target high-net-worth client acquisition for RIAs and independent financial advisors. Compliance-first outreach that respects SEC/FINRA advertising rules.

  • AUM-based prospect scoring & segmentation
  • SEC-compliant email templates & sequences
  • Intent-driven triggers for wealth events
  • Custodian & tech stack integration signals
$127
avg. cost per qualified meeting

Independent Insurance Agencies

Fill your pipeline with commercial & personal lines opportunities. Multi-carrier agencies need consistent lead flow — we deliver it compliantly.

  • Policy renewal & life-event trigger campaigns
  • State DOI–compliant messaging frameworks
  • Commercial lines prospect identification
  • Cross-sell & up-sell automation sequences
$89
avg. cost per qualified meeting

Mortgage Brokers & Lenders

Capture refi and purchase opportunities before your competition. Rate-sensitive, timely outreach that converts borrowers and referral partners.

  • Rate-change trigger sequences & refi alerts
  • TILA/RESPA-compliant outreach templates
  • Realtor & referral partner development
  • Pre-approval pipeline acceleration
$74
avg. cost per qualified meeting
How It Works

From Cold List to
Booked Meeting in 5 Steps

Our hybrid AI engine handles the heavy lifting while human experts ensure quality, compliance, and authentic connection at every stage.

1
ICP Definition & List Build
We work with your team to define your ideal client profile across AUM, geography, firm size, tech stack, and growth signals. AI then builds and refreshes your target list continuously.
2
Data Enrichment & Scoring
Every prospect is enriched with verified contact data, firmographic details, and intent signals. Our scoring model prioritizes the prospects most likely to convert.
3
Personalized Multi-Channel Outreach
AI generates hyper-personalized sequences across email, LinkedIn, and warm calling — all reviewed by human SDRs for compliance and authenticity before sending.
4
AI Reply Classification & Routing
Responses are instantly classified by AI into interest level, objection type, and next-best-action. Hot leads are routed to your team in real-time.
5
Meeting Booking & Handoff
Qualified prospects are booked directly on your calendar with full context briefs — so your advisors walk into every meeting prepared and confident.
Performance Metrics · SalesFlo vs. Traditional SDR
Cost Per Meeting
$97
vs. In-House SDR
$312
Ramp Time
2 wks
vs. SDR Hire
90 days
Compliance Rate
100%
Meetings/Month
45+
Why SalesFlo

See How We Stack Up

Not all pipeline solutions are created equal — especially in financial services where compliance isn't optional.

Capability In-House SDR SalesFlo SDR Generic AI Tools
Financial Services Compliance Varies by rep ✓ Built-in SEC/FINRA/DOI ✗ None
Human-in-the-Loop Review ✓ Yes (expensive) ✓ Every message reviewed ✗ Fully automated
Cost Per Meeting $250–$400 $74–$127 $150–$300
Ramp Time 60–90 days 2 weeks 1–2 weeks
Multi-Channel (Email + LinkedIn + Calls) ✓ Manual ✓ AI-orchestrated Email only typically
Intent-Based Targeting ✗ Rare ✓ AI + proprietary signals Basic
Reply Classification & Smart Routing ✗ Manual ✓ Real-time AI engine Basic auto-reply
Vertical-Specific Playbooks ✗ ✓ RIA · Insurance · Mortgage ✗ Generic
Results

What Our Clients Say

"We replaced two SDRs with SalesFlo and tripled our qualified meetings. The compliance piece alone saved us from a potential regulatory headache."

MR
Michael R.
Managing Partner, RIA — $380M AUM

"The cross-sell sequences alone paid for the entire engagement. We're booking 12 new commercial lines meetings per month on autopilot."

ST
Sarah T.
Agency Principal, Independent Insurance

"Other tools couldn't handle mortgage compliance. SalesFlo's human review catches things AI alone misses. Our realtor referral pipeline has never been stronger."

JW
James W.
Branch Manager, Independent Mortgage Lender
FAQ

Common Questions

Every outbound message is reviewed by a trained human SDR before it's sent. Our templates are built on regulatory frameworks specific to your vertical — SEC/FINRA for RIAs, state DOI guidelines for insurance, and TILA/RESPA for mortgage. We maintain a compliance library that's updated quarterly with regulatory changes.
AI handles the heavy lifting — list building, personalization, reply classification, and scheduling. But every prospect-facing touchpoint is reviewed by a trained SDR who understands your industry. This catches nuance that AI misses and ensures authentic, regulation-safe communication.
Most clients are live within 2 weeks. Week one focuses on ICP definition, messaging framework approval, and tech setup. Week two launches your first sequences. You'll typically see your first qualified meetings by week three.
Yes. SalesFlo SDR integrates with Salesforce, HubSpot, Wealthbox, Redtail, and most major CRMs used in financial services. Meetings, notes, and pipeline data sync automatically so your team has full visibility without any manual data entry.
Traditional outsourced SDRs are expensive, slow to ramp, and lack industry-specific knowledge. SalesFlo combines AI's speed and consistency with trained financial services SDRs at a fraction of the cost. You get the output of 3–4 SDRs at the price of one, with built-in compliance and real-time performance analytics.
Ready to Scale?

Stop Burning Budget on
Broken Pipeline

See exactly how SalesFlo SDR can transform your sales development economics. Get a custom demo built around your vertical, your ICP, and your numbers.

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No commitment required · 15-minute call · Custom ROI projection included